MWM

Meridian Wealth Management Portfolio holdings

AUM $2.84B
1-Year Est. Return 28.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$100K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.59M
3
+$899K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$643K
5
GGAL icon
Galicia Financial Group
GGAL
+$621K

Top Sells

1
+$3.57M
2
+$3.12M
3
+$1.42M
4
MET icon
MetLife
MET
+$1.14M
5
TJX icon
TJX Companies
TJX
+$798K

Sector Composition

1 Financials 13.26%
2 Industrials 8.97%
3 Healthcare 7.2%
4 Consumer Discretionary 7.01%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.14%
5,247
-1,061
152
$220K 0.14%
9,000
-1,000
153
$218K 0.14%
+1,692
154
$217K 0.14%
+4,160
155
$216K 0.14%
+3,662
156
$216K 0.14%
3,797
+201
157
$214K 0.14%
1,360
-28
158
$213K 0.14%
3,408
-2,839
159
$211K 0.13%
1,110
160
$211K 0.13%
3,575
-763
161
$204K 0.13%
+5,252
162
$203K 0.13%
1,621
-63
163
$97K 0.06%
1,750
+10
164
– –
-18,500
165
– –
-5,805
166
– –
-4,035
167
– –
-5,007
168
– –
-4,796
169
– –
-21,224
170
– –
-1,397
171
– –
-11,340
172
– –
-13,890
173
– –
-23,910
174
– –
-46,102
175
– –
-4,875
4 5 6
7
8